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Portfolio (Quarterly) Guide ↗

NavPoint Financial, Inc.

· CIK 0002009813
13F Portfolio $270M AUM 74 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 74 New
Page 4 of 4  ·  74 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AXP AMERICAN EXPRESS CO Financial Services 981.0 $332K 0.12% NEW $338.25 -3.6%
62 ORCL ORACLE CORP Technology 2,248.0 $329K 0.12% NEW $146.55 +8.4%
63 MOAT VANECK ETF TRUST 3,163.0 $329K 0.12% NEW $103.96 +7.5%
64 CGUS CAPITAL GROUP CORE EQUITY ET 7,180.0 $319K 0.12% NEW $44.48 +1.6%
65 AMAT APPLIED MATLS INC Technology 424.0 $307K 0.11% NEW $723.00 -37.1%
66 CLX CLOROX CO DEL Consumer Defensive 3,121.0 $298K 0.11% NEW $95.44 -2.5%
67 GOOG ALPHABET INC 810.0 $286K 0.11% NEW $353.33
68 GIS GENERAL MILLS INC Consumer Defensive 8,145.0 $283K 0.10% NEW $34.80 +10.0%
69 MCD MCDONALDS CORP Consumer Cyclical 1,037.0 $280K 0.10% NEW $270.31 -5.4%
70 RING ISHARES INC 4,181.0 $270K 0.10% NEW $64.60 +35.3%
71 VHT VANGUARD WORLD FD 900.0 $269K 0.10% NEW $298.95 +7.6%
72 MELI MERCADOLIBRE INC Consumer Cyclical 154.0 $261K 0.10% NEW $1697.39 +16.6%
73 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 508.0 $243K 0.09% NEW $477.57 -10.2%
74 CSCO CISCO SYS INC Technology 1,800.0 $211K 0.08% NEW $117.46 -7.0%
Page 4 of 4  ·  74 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 53.6%
Technology 25.5%
Consumer Defensive 8.0%
Consumer Cyclical 7.4%
Energy 1.9%
Communication Services 1.4%
Industrials 1.4%
Healthcare 0.8%